Implications for the wire and cable industry: Dec shipments of optical fiber/ cables and optical connectors in December were exceptionally strong, with optical connectors reaching a record high. The figures confirmed robust demand from data centers, which is positive for the wire and cable industry. Although analyzing price trends using trade strats is difficult (given the variety of products involved), we can still observe apparent unit prices per ton for optical fiber and optical fiber connectors.That sai ...

Our DRAM sentiment indicator for January 2026 is pointing in a moderately positive direction (same as December). Notable highlights include: 1) both DDR5 and DDR4 spot pricing are showing strong rally, providing high probability for a strong increase in contract pricing in the near-term, 2) Nanya Tech's December revenue increased by 445% yoy, showing 5 consecutive months of triple-digit% yoy growth with acceleration in growth rate, 3) server ODM yoy revenue growth continues to be solid on the back of rack-l ...